From TheBearCave: Citron Research highlighted commentary from OpenAI CEO Sam Altman that “the AI market is in a bubble” and raised concerns about Palantir’s valuation. Citron wrote:
“Bloomberg consensus pegs Palantir’s 2026 revenue at $5.6 billion. At OpenAI’s lofty 17x multiple, that implies $40 per share. But here’s the problem: even that price would leave Palantir among the most expensive SaaS names in history.”
“Bloomberg consensus pegs Palantir’s 2026 revenue at $5.6 billion. At OpenAI’s lofty 17x multiple, that implies $40 per share. But here’s the problem: even that price would leave Palantir among the most expensive SaaS names in history.”